Investment Research & Advisory Group
Investment Research & Advisory Group reported 333 stocks worth $337M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VOO (25.1%), AAPL (7.7%) and NVDA (4.3%). Compared with Q2 2026, the fund opened new positions in VFLO, added to VOO, AAPL and VEEV, trimmed NVDA, GOOGL and MSFT and sold out of SPLV, HTRB and FLTB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $84.4M | 25.1% | 120K | +2,780 (+2%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $25.8M | 7.7% | 76K | +425 (+1%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $14.5M | 4.3% | 62K | −1,069 (−2%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $14M | 4.2% | 40K | −1,230 (−3%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $10.8M | 3.2% | 21K | −411 (−2%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $10.1M | 3.0% | 40K | −881 (−2%) | 8 of 8 | |
| 7 |  LLY Eli Lilly & Co | $8.6M | 2.6% | 7,430 | −21 (−0%) | 8 of 8 | |
| 8 |  JPM Jpmorgan Chase & Co. | $8.4M | 2.5% | 25K | −708 (−3%) | 8 of 8 | |
| 9 |  MA Mastercard Incorporated | $7.4M | 2.2% | 13K | −304 (−2%) | 8 of 8 | |
| 10 |  V Visa Inc | $7.1M | 2.1% | 20K | −123 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SPLV Invesco S&P 500 Low Volatility ETF | $52K | 691 |
 HTRB Hartford Fds Exchange Traded | $43K | 1,287 |
 FLTB Fidelity Limited Term Bond ETF | $41K | 811 |
 HYS Pimco ETF TR | $40K | 429 |
 DIA Spdr Dow Jones Indl Average | $37K | 70 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Investment Research & Advisory Group 13F FAQ
What does Investment Research & Advisory Group own?
Investment Research & Advisory Group reported 333 stocks worth $337M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are VOO (25.1%), AAPL (7.7%) and NVDA (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Investment Research & Advisory Group buy and sell in Q3 2026?
Compared with Q2 2026: 39 new positions, 98 added to, 55 trimmed and 20 sold out. New positions include VFLO. It sold all of SPLV, HTRB and FLTB.
When will Investment Research & Advisory Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Investment Research & Advisory Group's portfolio worth?
The Q3 2026 filing reports $337M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.